LIA

LS Investment Advisors Portfolio holdings

AUM $710M
1-Year Est. Return 19.2%
This Quarter Est. Return
1 Year Est. Return
+19.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1 +$7.56M
2 +$2.57M
3 +$1.42M
4
ECL icon
Ecolab
ECL
+$1.18M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.16M

Top Sells

1 +$6.32M
2 +$2.98M
3 +$1.54M
4
ARG
Airgas Inc
ARG
+$1.13M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$941K

Sector Composition

1 Healthcare 15.51%
2 Financials 14.62%
3 Technology 12.94%
4 Industrials 11.42%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$9K ﹤0.01%
500
1652
$9K ﹤0.01%
220
1653
$9K ﹤0.01%
315
1654
$9K ﹤0.01%
1,995
1655
$9K ﹤0.01%
280
1656
$9K ﹤0.01%
614
1657
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720
1658
$9K ﹤0.01%
1,093
1659
$9K ﹤0.01%
663
1660
$9K ﹤0.01%
688
1661
$9K ﹤0.01%
1,605
1662
$9K ﹤0.01%
749
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$9K ﹤0.01%
522
1664
$9K ﹤0.01%
700
1665
$8K ﹤0.01%
504
1666
$8K ﹤0.01%
830
-170
1667
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435
1668
$8K ﹤0.01%
540
1669
$8K ﹤0.01%
852
1670
$8K ﹤0.01%
1,720
1671
$8K ﹤0.01%
197
1672
$8K ﹤0.01%
200
1673
$8K ﹤0.01%
237
1674
$8K ﹤0.01%
270
1675
$8K ﹤0.01%
1,530